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赚认知的米
赚认知的米
·
10:28
$POET Technologies Inc(POET)$
我觉得光子学是数据传输的未来方向。有新的合作消息出来的话，股价应该能回升。
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95
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赚认知的米
·
04-27 21:23
$CoreWeave, Inc.(CRWV)$
在我看来，CoreWeave被看作“几乎无可匹敌”是有原因的。它是一个专为大规模GPU负载打造的AI云平台，在性能、效率和扩展性上，确实能提供通用云无法达到的水平。
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赚认知的米
赚认知的米
·
04-27 11:32
$Lumentum Holdings Inc.(LITE)$
现在卖出不是好主意，价格只会从这里往上涨。各位，享受这趟旅程吧。
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25
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赚认知的米
赚认知的米
·
04-27 09:03
$CoreWeave, Inc.(CRWV)$
尽管AI相关股票已经大幅上涨，但分析师指出，英伟达和CoreWeave的估值仍然相对较低，增长潜力很强。英伟达的盈利增长远超其市盈率，而CoreWeave专注于AI的云服务虽然负债较高，但市销率并不算高。在我看来，如果它们能维持需求并改善财务表现，在从机器人到体育博彩等各行业广泛采用AI的背景下，两者都可能带来超常的回报。
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赚认知的米
赚认知的米
·
04-24
$闪迪(SNDK)$
下周财报周应该会有一波上涨。我对获利了结导致的3%下跌可以接受。财报公布后，应该会有不少买家进场。
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32
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赚认知的米
赚认知的米
·
04-22
$标普500ETF(SPY)$
整个市场这么火，全靠那2/3的股票在撑着。
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272
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赚认知的米
赚认知的米
·
04-22
$标普500ETF(SPY)$
我发现一个有趣的市场事实：过去72小时，美国在中东的军用货运航班达到历史新高。看来上涨的时候到了。
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904
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赚认知的米
赚认知的米
·
04-21
$闪迪(SNDK)$
Kospi 大幅上涨...这对 SNDK、MU 以及明天其他 AI/数据中心相关的股票来说是个好迹象。
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455
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赚认知的米
赚认知的米
·
04-21
$CoreWeave, Inc.(CRWV)$
CoreWeave Q1 2026的指引在19-20亿美元，比22.9亿美元的共识要软，主要是因为产能预计在季度末才上线。 如果Rubin能提前上线： - Q1收入很可能达到指引的高端。 - Q2收入很可能超过内部预期。 - 投资者情绪会改善，因为“产能延迟”的说法就消失了。 这意味着：短期股票有上行空间，因为可能超过近期预期。
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赚认知的米
·
04-21
$闪迪(SNDK)$
这只股票，大家都说它顶在$250，但它$900线守得挺稳。说实话，只需要一个催化剂，它就能冲到$1200。
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href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a><v-v data-views=\"1\"></v-v> 我觉得光子学是数据传输的未来方向。有新的合作消息出来的话，股价应该能回升。","listText":"<a href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a><v-v data-views=\"1\"></v-v> 我觉得光子学是数据传输的未来方向。有新的合作消息出来的话，股价应该能回升。","text":"$POET Technologies Inc(POET)$ 我觉得光子学是数据传输的未来方向。有新的合作消息出来的话，股价应该能回升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558358784127000","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558138901042024,"gmtCreate":1777296223000,"gmtModify":1777347733837,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>在我看来，CoreWeave被看作“几乎无可匹敌”是有原因的。它是一个专为大规模GPU负载打造的AI云平台，在性能、效率和扩展性上，确实能提供通用云无法达到的水平。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>在我看来，CoreWeave被看作“几乎无可匹敌”是有原因的。它是一个专为大规模GPU负载打造的AI云平台，在性能、效率和扩展性上，确实能提供通用云无法达到的水平。","text":"$CoreWeave, Inc.(CRWV)$ 在我看来，CoreWeave被看作“几乎无可匹敌”是有原因的。它是一个专为大规模GPU负载打造的AI云平台，在性能、效率和扩展性上，确实能提供通用云无法达到的水平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558138901042024","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558049310298144,"gmtCreate":1777260757000,"gmtModify":1777358282804,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ </a>现在卖出不是好主意，价格只会从这里往上涨。各位，享受这趟旅程吧。","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ </a>现在卖出不是好主意，价格只会从这里往上涨。各位，享受这趟旅程吧。","text":"$Lumentum Holdings Inc.(LITE)$ 现在卖出不是好主意，价格只会从这里往上涨。各位，享受这趟旅程吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558049310298144","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557963067179104,"gmtCreate":1777251835000,"gmtModify":1777358240705,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>尽管AI相关股票已经大幅上涨，但分析师指出，英伟达和CoreWeave的估值仍然相对较低，增长潜力很强。英伟达的盈利增长远超其市盈率，而CoreWeave专注于AI的云服务虽然负债较高，但市销率并不算高。在我看来，如果它们能维持需求并改善财务表现，在从机器人到体育博彩等各行业广泛采用AI的背景下，两者都可能带来超常的回报。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>尽管AI相关股票已经大幅上涨，但分析师指出，英伟达和CoreWeave的估值仍然相对较低，增长潜力很强。英伟达的盈利增长远超其市盈率，而CoreWeave专注于AI的云服务虽然负债较高，但市销率并不算高。在我看来，如果它们能维持需求并改善财务表现，在从机器人到体育博彩等各行业广泛采用AI的背景下，两者都可能带来超常的回报。","text":"$CoreWeave, Inc.(CRWV)$ 尽管AI相关股票已经大幅上涨，但分析师指出，英伟达和CoreWeave的估值仍然相对较低，增长潜力很强。英伟达的盈利增长远超其市盈率，而CoreWeave专注于AI的云服务虽然负债较高，但市销率并不算高。在我看来，如果它们能维持需求并改善财务表现，在从机器人到体育博彩等各行业广泛采用AI的背景下，两者都可能带来超常的回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557963067179104","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556986238649192,"gmtCreate":1776972562000,"gmtModify":1777272952973,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>下周财报周应该会有一波上涨。我对获利了结导致的3%下跌可以接受。财报公布后，应该会有不少买家进场。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>下周财报周应该会有一波上涨。我对获利了结导致的3%下跌可以接受。财报公布后，应该会有不少买家进场。","text":"$闪迪(SNDK)$ 下周财报周应该会有一波上涨。我对获利了结导致的3%下跌可以接受。财报公布后，应该会有不少买家进场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556986238649192","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556445765632024,"gmtCreate":1776871607000,"gmtModify":1776909688771,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 整个市场这么火，全靠那2/3的股票在撑着。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 整个市场这么火，全靠那2/3的股票在撑着。","text":"$标普500ETF(SPY)$ 整个市场这么火，全靠那2/3的股票在撑着。","images":[{"img":"https://static.tigerbbs.com/42d9256db5404e2bc77e1775dc931d1a","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556445765632024","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":556398173049664,"gmtCreate":1776791395000,"gmtModify":1776854173018,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 我发现一个有趣的市场事实：过去72小时，美国在中东的军用货运航班达到历史新高。看来上涨的时候到了。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 我发现一个有趣的市场事实：过去72小时，美国在中东的军用货运航班达到历史新高。看来上涨的时候到了。","text":"$标普500ETF(SPY)$ 我发现一个有趣的市场事实：过去72小时，美国在中东的军用货运航班达到历史新高。看来上涨的时候到了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556398173049664","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556016078983328,"gmtCreate":1776743180000,"gmtModify":1776772000228,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a><v-v data-views=\"1\"></v-v> Kospi 大幅上涨...这对 SNDK、MU 以及明天其他 AI/数据中心相关的股票来说是个好迹象。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a><v-v data-views=\"1\"></v-v> Kospi 大幅上涨...这对 SNDK、MU 以及明天其他 AI/数据中心相关的股票来说是个好迹象。","text":"$闪迪(SNDK)$ Kospi 大幅上涨...这对 SNDK、MU 以及明天其他 AI/数据中心相关的股票来说是个好迹象。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556016078983328","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555928849997984,"gmtCreate":1776704003000,"gmtModify":1776752998862,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>CoreWeave Q1 2026的指引在19-20亿美元，比22.9亿美元的共识要软，主要是因为产能预计在季度末才上线。 如果Rubin能提前上线： - Q1收入很可能达到指引的高端。 - Q2收入很可能超过内部预期。 - 投资者情绪会改善，因为“产能延迟”的说法就消失了。 这意味着：短期股票有上行空间，因为可能超过近期预期。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>CoreWeave Q1 2026的指引在19-20亿美元，比22.9亿美元的共识要软，主要是因为产能预计在季度末才上线。 如果Rubin能提前上线： - Q1收入很可能达到指引的高端。 - Q2收入很可能超过内部预期。 - 投资者情绪会改善，因为“产能延迟”的说法就消失了。 这意味着：短期股票有上行空间，因为可能超过近期预期。","text":"$CoreWeave, Inc.(CRWV)$ CoreWeave Q1 2026的指引在19-20亿美元，比22.9亿美元的共识要软，主要是因为产能预计在季度末才上线。 如果Rubin能提前上线： - Q1收入很可能达到指引的高端。 - Q2收入很可能超过内部预期。 - 投资者情绪会改善，因为“产能延迟”的说法就消失了。 这意味着：短期股票有上行空间，因为可能超过近期预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555928849997984","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555842060407616,"gmtCreate":1776702342000,"gmtModify":1776752891135,"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000151","idStr":"9000000000000151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a><v-v data-views=\"1\"></v-v> 这只股票，大家都说它顶在$250，但它$900线守得挺稳。说实话，只需要一个催化剂，它就能冲到$1200。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a><v-v data-views=\"1\"></v-v> 这只股票，大家都说它顶在$250，但它$900线守得挺稳。说实话，只需要一个催化剂，它就能冲到$1200。","text":"$闪迪(SNDK)$ 这只股票，大家都说它顶在$250，但它$900线守得挺稳。说实话，只需要一个催化剂，它就能冲到$1200。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555842060407616","isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}